Mary O'leary is a ChFC-designated registered investment advisor at Luken Investment Analytics, LLC, based in Brentwood, TN, with 8 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 234 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Luken Wealth Management offers a discretionary wrap program where fees are billed monthly in advance. The annual advisory fee is negotiable, but most often ranges from 0.30% to 1.60%. For 401(k) accounts managed via the Pontera platform, the annual fee is negotiable but is most often 0.75%, billed quarterly. Bloomwell 529 account participants do not pay a fee.
Location
136 Frierson Street, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hannah works as an independent contractor providing financial planning education. This takes minimal time each month.
Employment History
Current Registrations
Luken Investment Analytics, LLC
Previous Registrations
Sii Investments, INC.Broker
Kestra Investment Services, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.